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Berkshire Hathaway Class B

4,002 hedge funds and large institutions have $349B invested in Berkshire Hathaway Class B in 2024 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,717 increasing their positions, 1,437 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,002
Holders Change
+29
Holders Change %
+0.73%
% of All Funds
58.2%
Holding in Top 10
665
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-7.77%
% of All Funds
9.67%
New
187
Increased
1,717
Reduced
1,437
Closed
100
Calls
$8.42B
Puts
$4.65B
Net Calls
+$3.76B
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
3176
ICA Group Wealth Management
Colorado
$623K -$1.48M -3,646 -70%
4WM
3177
49 Wealth Management
Texas
$622K +$72.1K +178 +13%
TWP
3178
Tower Wealth Partners
Pennsylvania
$622K
W
3179
WealthCollab
Washington
$620K
RFS
3180
Retirement Financial Solutions
Tennessee
$619K
OA
3181
Operose Advisors
Wisconsin
$618K
FCM
3182
FJ Capital Management
Virginia
$618K +$618K +1,518 New
OPPS
3183
Obsidian Personal Planning Solutions
Maryland
$617K -$365K -896 -37%
BFWA
3184
Benchmark Financial Wealth Advisors
Florida
$617K -$21.2K -52 -3%
MC
3185
Miramar Capital
Illinois
$617K +$301K +740 +95%
CTC
3186
Cetera Trust Company
Minnesota
$615K -$61K -150 -9%
CCM
3187
Coerente Capital Management
Ontario, Canada
$615K -$16.3K -40 -3%
JHCP
3188
Jackson Hole Capital Partners
Oklahoma
$615K -$6.1K -15 -1%
PWM
3189
Paulson Wealth Management
Illinois
$615K
AIFAIM
3190
American Institute for Advanced Investment Management
Arizona
$614K -$4.88K -12 -0.8%
BCP
3191
Blackhawk Capital Partners
Wisconsin
$613K -$52.5K -129 -8%
SCM
3192
Schnieders Capital Management
California
$612K +$7.82K +110 +1%
AC
3193
Anson Capital
Georgia
$610K -$6.1K -15 -1%
CP
3194
Capital Planning
Washington
$610K
LWMM
3195
Legacy Wealth Management (Mississippi)
Mississippi
$610K
VFPW
3196
Vantage Financial Partners (Wisconsin)
Wisconsin
$610K +$5.29K +13 +0.9%
T
3197
TrueFG
Texas
$610K
MFC
3198
Mechanics Financial Corp
Ohio
$608K
BCP
3199
Berkeley Capital Partners
Georgia
$607K +$67.5K +166 +13%
PPWM
3200
PFG Private Wealth Management
Florida
$607K